Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,152 $242K 0.05% -290 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,082 $239K <0.01% new 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,165 $238K 0.02% +3,210 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,021 $237K 0.01% -4,162 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,765 $227K <0.01% -746 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 5,640 $222K <0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,525 $217K 0.06% 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 5,252 $215K -31,061 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,453 $215K <0.01% +4,544 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 5,440 $214K 0.01% -2 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,861 $211K <0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,208 $205K 0.01% +1,889 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,167 $203K 0.03% +803 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,091 $202K 0.01% +92 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,583 $180K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,455 $175K 0.02% -1,350 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,390 $173K 0.07% +653 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,346 $171K <0.01% +606 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,037 $159K 0.09% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,924 $154K <0.01% -746 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,834 $151K 0.01% +977 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 3,800 $150K 0.1% +700 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 3,500 $138K 0.08% +170 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,930 $115K <0.01% -1,075 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,769 $109K <0.01% +466 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,750 $108K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,478 $97.5K 0.01% +1,181 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,475 $97.4K 0.1% 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,422 $95.3K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,330 $91.7K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,039 $80.3K <0.01% +511 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,037 $80.2K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,970 $77.5K <0.01% +1,482 13F-HR Timeline Group One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,962 $75.8K 0.11% +1,500 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,863 $73.3K <0.01% +882 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,792 $70.5K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,757 $69.2K <0.01% -160 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,717 $67.6K <0.01% -350 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $59K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,469 $57.8K <0.01% -5 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,345 $55.5K <0.01% 0 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,300 $51.2K <0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,300 $51.2K <0.01% 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,242 $48.9K 0.01% -84 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,228 $48.3K <0.01% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,210 $47.6K 0.01% +100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,209 $47.6K <0.01% -1,380 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 990 $41.4K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,043 $41.1K <0.01% -268 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $39.4K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $39.4K <0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $39.4K 0.03% +500 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,000 $39.4K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $39K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 984 $38.7K <0.01% -1,291 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 932 $36.7K 0.01% -250 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 916 $36.1K <0.01% +157 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 855 $35.6K 0.02% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 861 $33.9K <0.01% -87 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 852 $33.5K <0.01% -925 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 850 $33.5K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 775 $30.5K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 775 $30K 0.01% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 682 $26.8K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 678 $26.7K <0.01% -80 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 625 $24.6K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 593 $23.3K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 575 $22.8K <0.01% +348 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 562 $22.1K <0.01% -930 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $19.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 490 $19.3K <0.01% -127 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 470 $18.5K <0.01% -14 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 463 $18.2K 0.01% -462 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 440 $17.3K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 426 $16.8K 0 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 407 $16K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 405 $15.9K <0.01% -100 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 400 $15.5K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 368 $14.5K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 359 $14.1K <0.01% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 350 $13.8K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 300 $11.8K <0.01% -100 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 282 $11K <0.01% -45 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 270 $11K <0.01% -18,984 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 253 $9.96K 0.01% -56 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 250 $9.84K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 250 $9.84K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 244 $9.6K <0.01% -619 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 200 $8.84K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 207 $8.15K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 206 $8.11K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 202 $7.95K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $7.87K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $7.87K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 200 $7.87K <0.01% -300 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 200 $7.87K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $7.87K <0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $7.87K 0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 191 $7.52K <0.01% -175 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 188 $7.4K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 180 $6.96K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 172 $6.77K <0.01% -1,308 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 127 $5K <0.01% -33 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 127 $5K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 125 $4.92K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 125 $4.92K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 124 $4.88K <0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 120 $4.72K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 120 $4.72K <0.01% -239 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 117 $4.61K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 116 $4.57K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 106 $4.17K <0.01% -137 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 102 $4.01K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $3.94K <0.01% -1,500 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $3.94K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 100 $3.94K <0.01% -5,151 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100 $3.94K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 100 $3.94K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 100 $3.94K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 100 $3.94K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 100 $3.94K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $3.94K <0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $3.94K <0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 98 $3.86K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 95 $3.74K <0.01% +42 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 88 $3.46K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 86 $3.38K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 85 $3.35K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 84 $3.31K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 75 $2.95K <0.01% -40 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71 $2.79K <0.01% -576 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 70 $2.75K <0.01% -35 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 70 $2.75K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 68 $2.68K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $2.44K <0.01% -488 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $2.36K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 60 $2.36K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 52 $2.05K <0.01% +2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 52 $2.05K <0.01% -6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 65 $2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 49 $2K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 50 $1.97K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 50 $1.97K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 50 $1.97K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 42 $1.65K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 42 $1.65K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $1.57K <0.01% +13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 40 $1.57K <0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 39 $1.53K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 35 $1.38K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $1.34K <0.01% -30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 32 $1.26K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 30 $1.24K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30 $1.18K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 29 $1.14K <0.01% -171 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 26 $1.07K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 25 $984 0.04% +19 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23 $905 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20 $787 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 20 $787 <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 18 $708 <0.01% -38 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17 $669 <0.01% -287 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 16 $630 <0.01% +14 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16 $630 <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 16 $630 <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15 $590 <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15 $590 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15 $590 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $551 <0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $512 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 12 $472 <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11 $433 <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 11 $433 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 10 $394 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $394 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 10 $394 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $394 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $394 <0.01% -42 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 10 $394 <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10 $394 <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 9 $372 <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7 $276 <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $236 <0.01% -3,838 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $197 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4 $159 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $159 <0.01% 0 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4 $158 <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 3 $119 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2 $79 <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2 $79 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $79 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $79 <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $78 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $62 0.01% -956 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $39 <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $9 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.